Public templates - Conversations
Our Conversation Templates were developed by Thomson Reuters editorial and accounting professionals to demonstrate the breadth of what's possible with CoCounsel. From authoritative research and document analysis to the drafting of polished, client-ready deliverables. They are intended to serve as a starting point for inspiration, not prescriptive instruction.
Select the links below to be taken directly to the template in CoCounsel. Note that you can also access Public Templates by going to the Templates label on the navigation pane in CoCounsel. Also note that users can duplicate Public Templates to ensure Templates fit the needs of their firm.
Tax & State-Specific templates
- Indicate Sales Tax Economic Nexus Threshold and CompositionProvide a selected state's economic nexus threshold for sales and use tax purposes based on type of entity. Indicates period considered and sales included.
- Indicate State's Approach to Economic Nexus for Corporate Income Tax PurposesExplains the state's approach to economic nexus for corporate income tax purposes, including the details of any receipts threshold or factor presence test.
- Indicate Approach to P.L. 86-272 and Internet ActivitiesIndicates whether the selected state follows the MTC's 2021 Statement on P.L. 86–272 and internet activities. You can select the relevant activity. Notes uncertainty.
- State-Level Sales Tax ObligationsAssess sales tax obligations by identifying states with nexus, determining if a product or service is taxable, and uncovering rules specific to those states.
Accounting & financial guidance templates
- Find Accounting GuidanceUse this template to look up the authoritative FASB ASC guidance for a particular accounting matter.
- Accounting Policies AnalysisCompare accounting policies to uniform guidance and receive recommendations to improve internal controls.
Audit & assurance templates
- Financial Statement Analytical ReviewUpload a financial statement (or monthly reporting package, or any financial information detailing the current and prior year figures, and other explanatory notes) into this template to perform a high-level analytical review.
- Initial Lease Agreement ResearchUpload your client's lease agreement and use CoCounsel to analyze, summarize, and propose the next steps under ASC 842.
- Initial Debt Agreement ResearchUpload your client's debt agreement to analyze, summarize, and propose next steps.
- Comprehensive Accounting Compliance ReportNot sure where to begin? Upload your document and let CoCounsel begin your research for you.
Research & discovery templates
- Search Public Company DisclosuresFind public company disclosures to compare/contrast to your client's financial statement presentation.
- Sample Research PromptUse this customizable research template to get a response in a pre-engineered format.
- Transcript AnalysisIdentify common themes, action items, and recommendations from transcripts (word or PDF) of recorded meetings or interviews with clients.
Prompt engineering template
- Checklist Conversion for AI-Prompting: From Statements to QuestionsConvert statements into questions to create and copy them into Workspaces using the “Paste Multiple Questions” feature.